My Legacy Advisors, LLC IVW Holdings History
My Legacy Advisors, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, My Legacy Advisors, LLC held 50,984.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $4.73 Mil. This investment constitutes 1.83% of their stock portfolio, and My Legacy Advisors, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q2. And since then My Legacy Advisors, LLC has made 6 purchases of IVW, at an average price of $80.60, for a total of 90,733.00 shares. In addition, there have been 2 sales at an average price of $92.73 for 39,749.00 shares. Based on historical transaction data and IVW's current price of $110.80, My Legacy Advisors, LLC's estimated gain on his IVW holdings is $2.02 Mil, reflecting a 27.64% gain to date.
My Legacy Advisors, LLC IVW ($110.80) Holding Chart
My Legacy Advisors, LLC IVW ($110.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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